def write_file(self, path, stop_on_write):
if self.read_only:
return(None)
header_row = []
for column in self.column_map.columns:
header_row.append(column.name)
output_csv_list = [header_row]
for row in self.data:
output_csv_list.append(row)
file_open_success = False
while file_open_success != True:
try:
with open(path, "w", newline = "") as f:
writer = csv.writer(f)
writer.writerows(output_csv_list)
print("Wrote to %s" % path)
file_open_success = True
except PermissionError:
try_again_selection = zr_io.yes_no("Unable to write to file. Might be open. Try again?")
if try_again_selection == False:
print("Write aborted")
return(None)
if stop_on_write:
zr_io.message("Verify accuracy of file and run again. This is not an error.")
def archive_ledger():
source_path = ReadLedger.get_ledger_path()
if not os.path.isfile(source_path):
source_path = ReadLedger.get_ledger_path(prior=True)
if not os.path.isfile(source_path):
return (False)
archive_dir = Config.get_path("ledger_archive_dir")
destination_name = os.path.split(source_path)[1]
destination_name = os.path.splitext(destination_name)[
0] + "-" + datetime.now().strftime("%Y-%m-%d-%H-%M-%S") + ".xlsx"
destination_path = os.path.join(archive_dir, destination_name)
#purge old ledgers
archive_months = Config.get_ledger("archive_months")
earliest_date = (datetime.now().date() -
relativedelta(months=archive_months))
earliest_ledger = earliest_date.strftime("%Y-%m")
for i in os.listdir(archive_dir):
if i[0:7] < earliest_ledger:
print("Removing archive %s from %s" % (i, archive_dir))
os.remove(os.path.join(archive_dir, i))
moved = False
while not moved:
try:
shutil.move(source_path, destination_path)
moved = True
except PermissionError:
if not Io.yes_no(
"Failed to archive existing ledger. It might be open. Try again?"
):
Io.error("Aborting.")
return (destination_path)
def set_new_info(symbol, element, csv_file):
print("Uknown %s for %s." % (element, symbol))
security_categories = csv_file.find_unique_by_column(element)
security_categories.remove("Unknown")
security_categories.sort()
count = 0
selection_string = ""
for i in security_categories:
selection_string += "[%s] %s\t" % (str(count), i)
count += 1
if count % 3 == 0:
selection_string += "\n"
selection_string = selection_string.rstrip("\n") + ("\n[%s] Enter new %s" %
(str(count), element))
accepted = False
while accepted != True:
print("\nSelect %s\n" % element)
print(selection_string)
selection = input("\n> ")
try:
selection = int(selection)
if selection == len(security_categories):
new_cat = input("\nEnter new category: ")
else:
new_cat = security_categories[selection]
accepted = Io.yes_no("Set %s for %s to %s?" %
(element, symbol, new_cat))
except:
print("\nInvalid selection")
return (new_cat)
def save_workbook(xl_workbook, xl_wb_path):
#close and write the workbook
while True:
try:
xl_workbook.close()
print("\nWorkbook written to %s" % xl_wb_path)
break
except:
if not zr_io.yes_no("Couldn't write Excel file %s. Close it if it's open. Try writing again?" % xl_wb_path):
break
return(0)
def verify_manual_beta(symbol):
#manual beta entry
columns = [
Csv.CsvColumn(name="Symbol", is_row_identifier=True),
Csv.CsvColumn(name="Beta", data_type="float")
]
default_rows = []
manual_beta_csv = Csv.CsvFile(Config.get_beta("manual_averages"),
default_column_list=columns,
default_data_rows=default_rows,
read_only=True)
custom_beta_symbols = manual_beta_csv.find_unique_by_column("Symbol")
if not symbol in custom_beta_symbols:
if Io.yes_no("Set custom beta for %s?" % symbol):
opt = "x"
custom_beta = opt
while custom_beta == "x":
opt = input("Enter custom beta as a whole number or decimal: ")
try:
opt = float(opt)
if Io.yes_no("Set beta for %s to %s?" %
(symbol, str(opt))):
custom_beta = opt
except:
pass
else:
custom_beta = -9001
custom_beta = str(custom_beta)
default_rows = [[symbol, custom_beta]]
manual_beta_csv = Csv.CsvFile(Config.get_beta("manual_averages"),
default_column_list=columns,
default_data_rows=default_rows,
stop_on_write=False,
read_only=False)
return (0)
def symbol_lookup():
while True:
if not Io.yes_no("Run Beta lookup?"):
return (0)
symbol = input("Enter symbol: ").upper()
position = Instruments.StockPosition(symbol, 0, quickrun=True)
if Db.sync_history([position], "stock_shares") == 0:
load_portfolio_betas([position])
beta_sum = 0.00
if len(position.betas) != 0:
for b in position.betas[::-1]:
print("%s Month Beta (Monthly): %s" %
(str(b.months), str(b.beta)))
beta_sum += b.beta
print("Average Monthly Beta: %s" %
(str(beta_sum / len(position.betas))))
else:
print("Not enough history to calculate beta.")
def purge(cursor):
tables_to_keep = ["zmaintenance", "start_dates"]
#see if old data needs purged
today = datetime.now()
today = today.strftime("%Y-%m-%d")
tables = cursor.execute("SELECT name FROM sqlite_master WHERE type='table';").fetchall()
maintenance_table_exists = False
for table in tables:
if table[0] == "zmaintenance":
maintenance_table_exists = True
purged = False
if not maintenance_table_exists:
purged = True
cursor.execute("CREATE TABLE 'zmaintenance' (zid TEXT PRIMARY KEY, zvalue TEXT);")
else:
last_purge = cursor.execute("SELECT zvalue FROM 'zmaintenance' WHERE zid='last_purge';").fetchall()
time_since = None
if len(last_purge) == 0:
time_since = "Infinity"
else:
last_purge = datetime.strptime(last_purge[0][0], "%Y-%m-%d")
time_since = int((datetime.now() - last_purge).days)
if time_since < int(Config.get_sqlite("history_rebuild_days")):
time_since = None
if time_since:
if Io.yes_no("It has been %s days since your last purge. Purge now?" % str(time_since)):
purged = True
for table in tables:
table = table[0]
if table not in tables_to_keep:
cursor.execute("DROP TABLE '%s';" % table)
if purged == True:
print("Inserting purge date: %s" % today)
cursor.execute("INSERT OR REPLACE INTO zmaintenance(zid, zvalue) VALUES ('last_purge', '%s');" % today)
return(None)
def get_api_key():
api_key = Config.get_api_key("iexcloud")
if not is_prod(api_key):
if not (Io.yes_no("Continue with sandbox iexcloud key?")):
Io.message("Aborting.")
return (api_key)